Ad is loading...
BALFX vs MTRRX
BALFX vs MTRRX Comparison
Open Charts BALFX vs MTRRX
American Funds American Balanced F1
Price$33.80
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
MFS Total Return R2
Price$18.84
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets7.46B
BALFX vs MTRRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. MTRRX commentary
Apr 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALFX is a Buy and MTRRX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 231B vs. MTRRX (7.47B). MTRRX pays higher dividends than BALFX: MTRRX (2.05) vs BALFX (1.95). BALFX was incepted earlier than MTRRX: BALFX (24 years) vs MTRRX (22 years). MTRRX (0.97) is less costly to investors than BALFX (0.62). BALFX is a more actively managed with annual turnover of: 171.00 vs. MTRRX (53.00). MTRRX has a lower initial minimum investment than BALFX: MTRRX (0) vs BALFX (250). BALFX annual gain was more profitable for investors over the last year : 4.88 vs. MTRRX (-0.24). BALFX return over 5 years is better than : 36.14 vs. MTRRX (13.04).
| BALFX | MTRRX | BALFX / MTRRX | |
| Total Expense Ratio | 0.62 | 0.97 | 64% |
| Annual Report Gross Expense Ratio | 0.62 | 0.97 | 64% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | -1.160 | -0.309 | 376% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 7.47B | 3,094% |
| Annual Yield % from dividends | 1.95 | 2.05 | 95% |
| Returns for 1 year | 4.88 | -0.24 | -2,022% |
| Returns for 3 years | 16.39 | 1.65 | 991% |
| Returns for 5 years | 36.14 | 13.04 | 277% |
| Returns for 10 years | 47.32 | 21.43 | 221% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers